I would like there to be an option for the person filling the form to receive an email acknowledging that they filled the form in, optionally with a PDF of the form or a link to view it. I would also like to allow people to change their response in some of my forms.
These are all options available on Google forms that I feel are basic requirements for an online form. I don’t see why it shouldn’t be possible with the native monday.com forms too.
Hey @Rua,
If I am understanding correctly, you can achieve this via our email integrations! Would the recipe below work for you? You would just need to setup an email column with the submitters email populating the column - you can gather their email address by including an email column in the form.
Essentially when the form is submitted, by default an item is created in the board. You can then customise the email to include an acknowledgement that the form has been submitted, as well as include all the item data (form submission data).
Let me know what you think!
Thanks Bianca.
Yes this could be ok for a basic acknowledgment email. It does not however solve any of the other things I mentioned.
If we were to include the person’s responses in the email these responses would appear in a long list or however we format the email. It does not offer a pdf copy to be sent.
It also doesn’t offer the option for the responses to be changed or even viewed again by the person.
These things cannot be solved with automations or integrations. They really need to be built into the Work Forms app by the developers. Without these sort of basic functions it really feels like a budget store version of a branded app.
I suggest google forms is used as an example.
+1 here in agreement with the above! Commented on older topic addressing this same request from Aug 2022.
Hi Bianca,
Is it possible to associate a standard email address with our Monday account? This integration would streamline our workflow by allowing us to use a consistent email address across different boards, eliminating the need to link a new email address each time we set up a board.
Your assistance in clarifying this functionality would be greatly appreciated.
Hey Annelies!
To confirm, you’d essentially like to set up a universal email address that is applied across the entire account for email integrations?
This is something, very essential, expected from an online form.
We also need this feature, but mainly we need the responses to be automatically sent to the clients who filled out the form. Otherwise, they have no proof of the information they gave. Is there any upgrade coming here soon?
Can there be a way to show the status of the form submission so that way people can watch how there is task is being handled? I have members of my team that don’t use Monday.com but submit forms and when they submit it they never see what happens to it. If there was a way that it could give them a personalized link or send them updates any time the status is updated to their email that would be amazing so that way its less communication needed.
That would be truly nice and needed. We definitely have a use case for this functionality.
Yes, very needed functionality. Adding a link to another request of the same feature: Automated email response from submitted form
Hi @Rua
You can use the app DocExport PDF Generator to create a PDF in your own design including information from a form response. If you combine it with the monday automation “When item created”, you can completely automate the process:
After a form submission, a PDF will be created, automatically attached to a file column and sent to the requester with your own email template.
Here’s a quick video tutorial of how to set it up. It’s for the use case ‘Event Ticket’, but it’s a similar use case with the same logic:
